Claims Service

The Heart of the Matter

I want to be clear about who gets what, after I’m gone. I don’t want my family fighting over my things. I want my business to keep going and I know who I want running it, so there’s no conflict about who the boss is.

Toni Circosta

My claim was paid in full and was settled less than a month after it was lodged. I credit the hassle free process to the thorough and efficient handling of my case by all the staff at Succession Matters. I cannot recommend them highly enough for their professional approach to a delicate, stressful situation when you are at your most vulnerable.

Sonia Carr

Words cannot describe how grateful we are for the professional assistance Brooklyn gave us with handling the financial claims. We had been to two big companies, advertised on TV, as well as a financial advisor, and they had basically written us off.

We’re there when it matters most

When adversity strikes our lives are thrown into turmoil often creating a sense of despair and anxiety.

We believe in being there when it matters most and helping you cope with life’s realities such as the loss of a loved one, the trauma of dealing with a life-threatening illness and the impact of losing our ability to generate an income due to an illness or accident.

Making a personal insurance claim can be challenging, especially for the uninitiated. At Succession Matters we pride ourselves on making life easier by advocating on your behalf with the insurer and resolving your claim in a timely manner.

Our Claims Process

At Succession Matters, our Claims Service is all about understanding your claim and assisting you to get the best possible outcome from your insurer in time of need.

We will guide you through the entire process from initial appointment, information gathering, paperwork completion, communication with insurers to the final payout. We understand the claims process and policies and will strive to get you and your family the best financial outcome – in a professional and timely manner.

“Ordinary claims require extraordinary service”

Service Second to None.

It is rare to find a team who are so passionate, professional and dedicated. Succession matters have strong customer focus, which is a truly genuine asset.

Recently my husband, Mark, suddenly and unexpectedly, became ill. He was hospitalized for an extended period of time and then required further time at home to recover. It was months before he could return to work.

As a business owner and agitator driver, our family relied on Mark being fit and well to generate an income to cover our personal and business expenses.

Fortunately we had good advice when setting up Marks income protection policy some years earlier. Like most people, however we never thought we would be in the situation where we would need it.

After contacting Brook, our claims manager, we were immediately put at ease. He took the time to understand our situation and managed our claim with compassion and vigor. He communicated and supported us every step of the way. With Brooks insight and determination he was able to provide us with a positive outcome in a timely manner.

Our financial stress was removed knowing our claim was in capable hands, allowing us time to focus on the more important thing.